Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 3 U.S. retirement plans report holding Vanguard Intermediate-Term Treasury Index N/R in their Schedule of Assets, totaling $4.5M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | EMIGRANT BANK EMPLOYEES' INCENTIVE SAVINGS PLAN OF EMIGRANT BANK | MIAMI FL | 501 | $129.4M | $2.4M |
| 2 | EMIGRANT BANK EMPLOYEES' INCENTIVE SAVINGS PLAN OF EMIGRANT BANK | MIAMI FL | 485 | $162.3M | $2.0M |
| 3 | MONTGOMERY GENERAL HEALTH CARE SYSTEM, INC. MONTGOMERY GENERAL HEALTH CARE SYSTEM, INC. 401(K) PROFIT SHARING PLAN |
MONTGOMERY WV |
| 377 |
| $6.8M |
| $77K |
